{
  "crd_number": 329022,
  "slug": "reif-portfolio-management-329022",
  "primary_business_name": "REIF PORTFOLIO MANAGEMENT",
  "legal_name": "REIF PORTFOLIO MANAGEMENT LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2024-04-15",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-03-25",
  "carried_forward": false,
  "raum_total": 33484862.0,
  "raum_discretionary": 33484862.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 3697839.0,
      "count": 5
    },
    "high_net_worth_individuals": {
      "raum": 8597394.0,
      "count": 2,
      "fewer_than_5": true
    },
    "corporations_other_businesses": {
      "raum": 21189629.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "FL"
  ],
  "websites": [
    "https://linkedin.com/company/reif-portfolio-management",
    "https://reifpm.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/329022",
  "listing_state": "FL",
  "disclosure_items": [
    {
      "item": "11.H(2)",
      "question": "Is the firm or an advisory affiliate now the subject of a civil proceeding that could result in a yes answer to any part of 11.H(1)?"
    }
  ],
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/reif-portfolio-management-329022",
  "display_name": "Reif Portfolio Management",
  "summary": "Reif Portfolio Management is a state-registered investment advisory firm, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.",
  "citation": "AdvisorCensus. Reif Portfolio Management (CRD 329022): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Reif Portfolio Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Reif Portfolio Management reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Is Reif Portfolio Management registered with the SEC or a state?",
      "a": "Reif Portfolio Management is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 329022."
    },
    {
      "q": "How much does Reif Portfolio Management manage?",
      "a": "Reif Portfolio Management reports $33,484,862 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Reif Portfolio Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (5); high net worth individuals (2)."
    },
    {
      "q": "Does Reif Portfolio Management report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.H(2) (pending civil proceeding). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/329022"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/reif-portfolio-management-329022.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 3697839.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 2,
      "fewer_than_5": true,
      "raum": 8597394.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 21189629.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/329022",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}